| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 206 | 913,478 | VTI, IJR, JCPB, VGIT | 13F-HR | 10/17/2024 | 000166124524000005 |
| Q2 2024 | 175 | 724,597 | VTI, IJR, VGIT, SMH | 13F-HR | 7/23/2024 | 000166124524000003 |
| Q1 2024 | 152 | 622,396 | VTI, IJR, VGIT, PAVE | 13F-HR | 5/7/2024 | 000166124524000002 |
| Q4 2023 | 122 | 479,657 | VTI, IJR, VGIT, JEPI | 13F-HR | 2/6/2024 | 000166124524000001 |
| Q3 2023 | 167 | 293,021 | VGIT, IJR, JEPI, NXTE | 13F-HR | 12/20/2023 | 000166124523000005 |
| Q2 2023 | 142 | 306,408 | VGIT, IJR, JEPI, NXTE | 13F-HR | 12/20/2023 | 000166124523000004 |
| Q1 2023 | 181 | 293,577 | VGIT, IJR, JEPI, NXTE | 13F-HR | 12/20/2023 | 000166124523000003 |
| Q4 2022 | 181 | 199,933 | IJR, NXTE, IWV, AGG | 13F-HR | 12/20/2023 | 000166124523000002 |